See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,492 | $100,754-89.6% | $86,677-87.9% | $134,475-92.2% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -10.50% | 29.04%-39.5pp | 35.91%-46.4pp | 417.96%-428.5pp |
| Employer contribution / active EE | $1,232 | $3,489-64.7% | $2,836-56.6% | $4,740-74.0% |
| Participant deferral / active EE | $2,025 | $5,338-62.1% | $4,656-56.5% | $6,400-68.4% |
| Admin fee / account holder | $17 | $10,926-99.8% | $7,493-99.8% | $11,426-99.9% |